Portfolio Management Services (PMS)Compare Schemes
Tcg India Investment Opportunities Portfolio vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Tcg India Investment Opportunities Portfolio
Wright Factor Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
4.64%
10.96%
6 Months
20.32%
14.84%
1 Year
29.93%
16.93%
3 Years
—
—
5 Years
—
—
Since Inception
15.24%
20.33%
Fund Age
1 yr 9 mo
3 yrs
AUM
₹3.17 Cr
₹214.05 Cr
Alpha – 1 Year
25.21%
12.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
24.54%
22.29%
Volatility – 3 Years
—
21.03%
Beta – 1 Year
1.19
0.97
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.97
0.57
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
18.92%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−12.48%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 28% · M 19% · S 50%
L 12% · M 21% · S 55%
Number of Stocks
36
25
Portfolio P/E
71.00
38.40
Top 5 Holdings
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%